Expect more from your clearing provider

Since 1979, we have worked with independent broker-dealers like you who seek a trusted clearing firm.

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Engage with each generation

A guide for financial advisors

Explore the mindsets of each generation, the trends shaping the future of investing, and the strategies advisors can leverage throughout the great wealth transfer.

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BLACK platform

BLACK platform

An innovative advisor platform that combines best-in-class technology solutions on one platform, at one price, accessible anywhere

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Marketplace

Marketplace

An easy-to-navigate search tool, allowing you to browse common business needs by category, and featuring offerings from RBC and partner solutions

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Larry Kohn

“RBC Correspondent Services technology has helped us grow our business beyond my expectations.”

Larry Kohn
President
L.M. Kohn & Company - Cincinnati, Ohio


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Robert V. Villaflor

“The biggest differentiator is their people...they take the time to get to know our business and our plans for the future then make the people and resources available to help us achieve our goals.”

Robert V. Villaflor
CEO
Sprott Global Resource Investments
Carlsbad, California


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Edward Cahill

“The small firm feel and accessibility to upper management at RBC means less red tape, less bureaucracy which allows me to focus on running my business and servicing my clients.”

Edward Cahill
President
American Capital Partners
Hauppauge, New York


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Growing your business

We go beyond processing your transactions to offer our resources and insights, as well as best-in-class products and services.

Tax strategies

Help clients make smart financial moves to close out 2018

Year-end moves that advisors might want to suggest to their clients.

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Deliver comprehensive solutions

Help grow and preserve your clients’ wealth by offering products and services available from a full-service wealth management firm.

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Charitable giving

Help clients put their charitable dollars to work – wisely

Encourage clients to make sure their charitable gifts are well spent.

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Experience a team fully committed to you

Our teams are devoted to helping you meet your needs with customized service solutions to help grow your business.

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Partnering for your success

We specialize in providing comprehensive clearing, custody and execution services tailored to meet your needs. Plus, you receive on-going training and a dedicated support team to help your business thrive.


Strength & stability
Strength & stability

You seek a reliable clearing and custody partner. One you can entrust with the assets and financial records of clients who depend on you.

Our people
Our people

Similar capabilities and products are available from most clearing firms. What makes us extraordinary is our people – and our strong connection with you.

Our culture
Our culture

Personalized service, a deep understanding of your unique businesses and a relationship-based approach to help you accomplish your goals.